FreshBooks

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What is FreshBooks?

FreshBooks is accounting and invoicing software for small businesses and freelancers, covering invoices, estimates, expenses, time tracking, projects, bills and payments. Billing clients and keeping the books current is the routine work. This connection lets Fabric's assistant handle much of it for you, in plain language.

What Fabric's assistant can do with FreshBooks

Once FreshBooks is connected, Fabric's AI assistant can work in FreshBooks from a simple request.

Invoice clients. Create Invoice and Send Invoice bill a client, Create Recurring Invoice sets up repeat billing, and Add Payment to Invoice records a payment. The assistant can also create invoice PDFs and checkout links.

Estimates. It can create, update and send estimates, for example from a scope you wrote in Fabric.

Clients and projects. It can find, create and update clients and projects, and log time entries against them.

Expenses, bills and vendors. It can record expenses and other income, create and update bills and vendors, and create credit notes. Find and find or create options check for existing records first.

You stay in control

The assistant works from your instructions, and it confirms with you before sending invoices or estimates, recording payments, or creating credit notes, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a monthly list of unpaid invoices. The connection also includes many events, such as New Invoice, New Invoice Payment, New Estimate, New Expense and New Time Entry, which can start an automation.

Search your FreshBooks records from Fabric

Connecting FreshBooks also adds keyword search over your FreshBooks records from Fabric's main search.

How people use it

Freelancers turn tracked hours into an invoice and send it.

Consultants send an estimate from a proposal drafted in Fabric.

Agency owners set up recurring invoices for retainer clients.

Bookkeepers record a payment and log a vendor bill.

Frequently asked questions

What does the FreshBooks connection do?

It lets Fabric's assistant create, send and update invoices and estimates, record payments, manage clients, projects, time, expenses, bills, vendors and credit notes, and it adds keyword search in Fabric.

Can I create a FreshBooks invoice with AI?

Yes. Give the assistant the client and line items, and it creates the invoice.

Can it send the invoice?

Yes. Send Invoice sends it, after you confirm.

Can it log time?

Yes. Create Time Entry logs hours against a client or project.

Can it record a payment?

Yes. Add Payment to Invoice records it, after you confirm.

Can it set up recurring billing?

Yes. Create Recurring Invoice sets it up.

Does the assistant send invoices on its own?

No. It acts on your instructions, and it confirms before sending.

Is my data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.

Does Fabric work with other finance tools?

Yes. You can also connect Stripe and Square.